Asset Dedication LLC’s VanEck Gold Miners ETF GDX Stock Holding History

Asset Dedication LLC’s Portfolio GDX Stock Details GDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-15	Closed	-$1.29K	–	1143
2025 Q4	$1.29K	Sell	15 -15	-50%	-$1.19K	﹤0.01%	1038
2025 Q3	$2.29K	Buy	+30	New	+$1.81K	﹤0.01%	1006
2024 Q4	–	Sell	-100	Closed	-$3.98K	–	1125
2024 Q3	$3.98K	Buy	+100	New	+$3.79K	﹤0.01%	939
2019 Q2	–	Sell	-900	Closed	-$20K	–	600
2019 Q1	$20K	Buy	+900	New	+$19.8K	0.01%	375
2016 Q1	–	Sell	-805	Closed	-$11K	–	499
2015 Q4	$11K	Buy	+805	New	+$11.7K	0.01%	385

Other funds holding GDX

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Asset Dedication LLC's GDX Position: Q1 2026 in Review

Asset Dedication LLC sold out of VanEck Gold Miners ETF (GDX) in Q1 2026, closing a stake of 15 shares — an estimated $1.29K sold.

Asset Dedication LLC first reported a position in GDX in Q4 2015 and held it in 5 quarters. The position peaked at $20K in Q1 2019. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Asset Dedication LLC reported no remaining VanEck Gold Miners ETF position as of Q1 2026 after selling out during the quarter.
Asset Dedication LLC sold 15 VanEck Gold Miners ETF shares in Q1 2026, an estimated $1.29K.
Asset Dedication LLC first reported a position in VanEck Gold Miners ETF in Q4 2015 and held it in 5 quarters.
Asset Dedication LLC's VanEck Gold Miners ETF position peaked at $20K in Q1 2019.
1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.